FourThought Financial Partners, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1956790
VENICE, FL
Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,641,013
+$13,632,750 QoQ
Shares Held
38,231
-6.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#593
of 3,488 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FourThought Financial Partners, LLC holds $117,031,173 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
154,342 | $46,566,524 | |
| 2 | ASML |
Asml Holding NV
|
14,113 | $28,076,965 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
38,231 | $27,641,013 | |
| 4 | LRCX |
Lam Research Corp
|
28,829 | $12,492,470 | |
| 5 | TER |
Teradyne, Inc
|
1,485 | $718,502 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
3,581 | $510,614 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
3,348 | $375,913 | |
| 8 | FORM |
Formfactor Inc
|
2,140 | $342,250 |
All Filings in AMAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,641,013 | 38,231 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,008,263 | 40,985 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,825,189 | 42,123 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,030,057 | 44,105 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,533,585 | 35,689 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,075,717 | 34,976 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,626,835 | 34,599 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,949,913 | 34,397 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,968,910 | 33,768 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,953,044 | 33,715 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,020,710 | 43,319 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,760,790 | 48,832 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,155,019 | 49,502 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,125,409 | 49,869 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,899,187 | 50,310 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||